Financial planning for the future you envision

Private Wealth Management

At the Frontier Group we primarily work with individuals and families, business owners and institutional investors. We understand our clients have busy lives and are often dealing with conflicting demands on their time and require the advice and guidance of a team who have experience working with unique and complex financial situations. Our goal is to give you confidence that your financial lives are in good hands and you can spend time on what you value most.

Our comprehensive, financial planning process begins with an in-depth conversation to help us understand your life's priorities and discover what's really important to you. Together we determine an appropriate course of action to ensure your personal and business needs are being met, and we have a plan in place to help you work toward your goals. We look for the most suitable results by accessing the extensive wealth management resources of UBS, and use our personalities and intellect to make you feel comfortable and confident while delivering on your plan.

With more than three decades of experience in the financial services industry, our team holds the following designations; CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor^®, Certified Exit Planning Advisor^®, Certified Divorce Financial Analyst^®, Accredited Asset Management Specialist and Senior Portfolio Manager. These allow us to provide you with the most current and practical advice available.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Angelo Amitsis, CEPA, CRPS

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- MA
- MD
- MN
- NC
- NJ
- NY
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
As The Frontier Group's Senior Portfolio Manager, and Certified Exit Planning Advisor® Angelo Amitsis works with business owners, high net worth families, institutions and their corporate executives, advising them on their strategic and tactical business exit and wealth management needs. In his role as lead Portfolio Manager, Angelo builds and maintains the team’s asset allocation models, which are tailored to meet each client’s long-term financial objectives, and are an essential part of the value The Frontier Group provides.

Prior to joining UBS, Angelo launched his financial advising practice in 1998 at Morgan Stanley, where his focus on fixed income investing strategies showed him the value of providing his clients with a steady stream of income as part of a diversified portfolio. Angelo earned the Certified Exit Planning Advisor through The University of Chicago Booth School of Business. He maintains the Series 7, 31, 63 and 65 securities licenses and is a life and health insurance agent.

Angelo received his Bachelor of Science in Finance from Rutgers University and is a strong supporter of his alma mater. He and his wife Josephine have four children: Elisabeth, Alexander, Maximus and Katherine. As a family, they spend their leisure time traveling, participating in sports and fundraising in their Upper Saddle River community. He is a member of the Exit Planning Institute and Upper Montclair Country Club. In his spare time, Angelo enjoys coaching youth sports and playing golf.

California License Number - 0L01830
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Rutgers University, B.S. Finance
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
Institutional consulting

Business succession

Investing

Retirement Plan consulting

401(k) plan services

Business owners

Entrepreneurs

Corporate executives

61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Kevin Reiner, CFP, CPWA, CEPA, CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- MA
- MD
- MN
- NC
- NJ
- NY
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
Kevin Reiner is the lead financial planner on The Frontier Group, where he oversees financial planning and focuses on the three key pillars of wealth planning: growth, preservation and transfer of assets. An innate problem solver with a disciplined planning process, Kevin works with business owners, high net worth families, institutions and their corporate executives to identify and analyze financial opportunities that both address their short and long-term needs to make their lives simpler.

Prior to joining UBS in 2012, Kevin spent 12 years at Morgan Stanley as a financial advisor. Kevin’s years of experience and advanced planning background are important examples of The Frontier Group’s commitment to identifying and analyzing the financial challenges clients face. He earned the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor certification through The University of Chicago Booth School of Business. Kevin is also a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Divorce Financial Analyst® designation. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.

He is a member of the Financial Planning Association, Business Networking International (BNI), Exit Planning Institute, Institute for Divorce Financial Analysts (IDFA™), Hackensack Golf Club and the Indian Trail Club.

Kevin and his wife, Rachel, live in Wyckoff with their three children: Austin, Mila and Colton. They are proud benefactors of the Mama Mare Breast Cancer Foundation, as well as the Penn State Dance Marathon, an organization that supports pediatric cancer research and patient care. Kevin studied business management at William Paterson University and international business at Macquarie University in Sydney, Australia. He is an avid golfer and loves spending time with his family.

California License Number - 0I88429
- Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- William Paterson University, Business Management
- Macquarie University, International Business
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Certified Divorce Financial Analyst
- Wealth Advisor
Multi-generational families

Family Offices

Financial planning

Estate planning strategies

Philanthropy

Legacy planning

Exit planning

Retirement planning

61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Mary Fava - Marsh, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- CA
- FL
- MA
- NJ
- NY
- TX
Central to the daily operations of The Frontier Group, Mary uses her extensive experience across all aspects of operations, administration and customer service to ensure that the needs of each client are fulfilled. Her organizational ability, understanding of data, and thoroughness are crucial factors in building client satisfaction. Mary plays a critical role in the financial planning process. She helps clients to clarify their goals, as well as risk concerns in order to implement tactics that help ensure a successful outcome.

Mary started her financial services career in 1999 at Smith Barney where she was both a Client Service Associate and a member of the management team. She moved to UBS in 2011, where she oversaw operations for a significant financial services business as a Complex Administrative Manager. She joined The Frontier Group in 2014.

Mary is a Certified Financial Planner™ and maintains the Series 3, 7, 9, 10, 63 and 65 securities licenses in addition to her life and health insurance licenses. She earned a Bachelor of Arts in fine arts from Marist College. Mary enjoys spending quality time with family and friends. She and her husband, David, live in Monroe, NY, and have two sons, Brian and Quinn. As a family, they are avid skiers and snowboarders.
- Marist College, B.A. Fine Arts
- CERTIFIED FINANCIAL PLANNER™
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Brandon Young, AAMS

Senior Wealth Strategy Associate

Accredited Asset Management Specialist℠
View bio
- CA
- CT
- FL
- MA
- NJ
- NY
- TX
With 13 years of financial services experience, Brandon believes in delivering a level of service that exceeds client expectations. His is an essential role on The Frontier Group team, covering every aspect of operations, administration and customer service.

Brandon joined UBS in 2016 after spending 11 years at Morgan Stanley. He maintains the Series 7, 31 and 66 securities licenses. His grasp of detail, organizational abilities, and familiarity with data allow him to anticipate client needs and resolve any issues or concerns they may have in regard to their financial planning goals. As an Accredited Asset Management Specialist Brandon also works as the trader on the team, focusing on asset allocation and rebalancing, as well as investment research and identification.

Brandon earned a Bachelor of Science in finance from Ramapo College. He and his wife, Christina, have a daughter, Madison, and a son, Tyler, and live in North Caldwell. In his spare time, Brandon leads an active life, enjoying golf and basketball with friends and colleagues and spending time with his family.
- Ramapo College, B.S. Finance
- Accredited Asset Management Specialist℠
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Alexandra Vanegas

Client Associate
View bio
Alexandra Vanegas started her Wealth Management career at UBS in 2021 as a Client Service Associate with The Frontier Group. Prior to joining the team and while completing her degree, Alex worked as an Administrative Assistant for Curbside Media where she helped manage the books and records for a Real Estate Investor. Alex is currently studying for her Series 7 and will be obtaining additional licenses throughout her career. Alex is focused on providing excellent client service, to resolve every day client needs and provide effective and efficient team support.

Alex is a recent graduate from Seton Hall University with a Bachelor of Arts in Journalism. She resides in Middlesex County with her family, who she enjoys spending time with. Outside of work, Alex loves to read, watch movies, and has a passionate interest in Marvel Comics and its Cinematic Universe. She also has a French Bulldog, Logan, who happens to be named after Wolverine.
- Seton Hall University, B.A. Journalism
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Angelo Amitsis, CEPA, CRPS

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- MA
- MD
- MN
- NC
- NJ
- NY
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
As The Frontier Group's Senior Portfolio Manager, and Certified Exit Planning Advisor® Angelo Amitsis works with business owners, high net worth families, institutions and their corporate executives, advising them on their strategic and tactical business exit and wealth management needs. In his role as lead Portfolio Manager, Angelo builds and maintains the team’s asset allocation models, which are tailored to meet each client’s long-term financial objectives, and are an essential part of the value The Frontier Group provides.

Prior to joining UBS, Angelo launched his financial advising practice in 1998 at Morgan Stanley, where his focus on fixed income investing strategies showed him the value of providing his clients with a steady stream of income as part of a diversified portfolio. Angelo earned the Certified Exit Planning Advisor through The University of Chicago Booth School of Business. He maintains the Series 7, 31, 63 and 65 securities licenses and is a life and health insurance agent.

Angelo received his Bachelor of Science in Finance from Rutgers University and is a strong supporter of his alma mater. He and his wife Josephine have four children: Elisabeth, Alexander, Maximus and Katherine. As a family, they spend their leisure time traveling, participating in sports and fundraising in their Upper Saddle River community. He is a member of the Exit Planning Institute and Upper Montclair Country Club. In his spare time, Angelo enjoys coaching youth sports and playing golf.

California License Number - 0L01830
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Rutgers University, B.S. Finance
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
Institutional consulting

Business succession

Investing

Retirement Plan consulting

401(k) plan services

Business owners

Entrepreneurs

Corporate executives

61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Kevin Reiner, CFP, CPWA, CEPA, CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- MA
- MD
- MN
- NC
- NJ
- NY
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
Kevin Reiner is the lead financial planner on The Frontier Group, where he oversees financial planning and focuses on the three key pillars of wealth planning: growth, preservation and transfer of assets. An innate problem solver with a disciplined planning process, Kevin works with business owners, high net worth families, institutions and their corporate executives to identify and analyze financial opportunities that both address their short and long-term needs to make their lives simpler.

Prior to joining UBS in 2012, Kevin spent 12 years at Morgan Stanley as a financial advisor. Kevin’s years of experience and advanced planning background are important examples of The Frontier Group’s commitment to identifying and analyzing the financial challenges clients face. He earned the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor certification through The University of Chicago Booth School of Business. Kevin is also a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Divorce Financial Analyst® designation. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.

He is a member of the Financial Planning Association, Business Networking International (BNI), Exit Planning Institute, Institute for Divorce Financial Analysts (IDFA™), Hackensack Golf Club and the Indian Trail Club.

Kevin and his wife, Rachel, live in Wyckoff with their three children: Austin, Mila and Colton. They are proud benefactors of the Mama Mare Breast Cancer Foundation, as well as the Penn State Dance Marathon, an organization that supports pediatric cancer research and patient care. Kevin studied business management at William Paterson University and international business at Macquarie University in Sydney, Australia. He is an avid golfer and loves spending time with his family.

California License Number - 0I88429
- Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- William Paterson University, Business Management
- Macquarie University, International Business
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Certified Divorce Financial Analyst
- Wealth Advisor
Multi-generational families

Family Offices

Financial planning

Estate planning strategies

Philanthropy

Legacy planning

Exit planning

Retirement planning

61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Mary Fava - Marsh, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- CA
- FL
- MA
- NJ
- NY
- TX
Central to the daily operations of The Frontier Group, Mary uses her extensive experience across all aspects of operations, administration and customer service to ensure that the needs of each client are fulfilled. Her organizational ability, understanding of data, and thoroughness are crucial factors in building client satisfaction. Mary plays a critical role in the financial planning process. She helps clients to clarify their goals, as well as risk concerns in order to implement tactics that help ensure a successful outcome.

Mary started her financial services career in 1999 at Smith Barney where she was both a Client Service Associate and a member of the management team. She moved to UBS in 2011, where she oversaw operations for a significant financial services business as a Complex Administrative Manager. She joined The Frontier Group in 2014.

Mary is a Certified Financial Planner™ and maintains the Series 3, 7, 9, 10, 63 and 65 securities licenses in addition to her life and health insurance licenses. She earned a Bachelor of Arts in fine arts from Marist College. Mary enjoys spending quality time with family and friends. She and her husband, David, live in Monroe, NY, and have two sons, Brian and Quinn. As a family, they are avid skiers and snowboarders.
- Marist College, B.A. Fine Arts
- CERTIFIED FINANCIAL PLANNER™
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Brandon Young, AAMS

Senior Wealth Strategy Associate

Accredited Asset Management Specialist℠
View bio
- CA
- CT
- FL
- MA
- NJ
- NY
- TX
With 13 years of financial services experience, Brandon believes in delivering a level of service that exceeds client expectations. His is an essential role on The Frontier Group team, covering every aspect of operations, administration and customer service.

Brandon joined UBS in 2016 after spending 11 years at Morgan Stanley. He maintains the Series 7, 31 and 66 securities licenses. His grasp of detail, organizational abilities, and familiarity with data allow him to anticipate client needs and resolve any issues or concerns they may have in regard to their financial planning goals. As an Accredited Asset Management Specialist Brandon also works as the trader on the team, focusing on asset allocation and rebalancing, as well as investment research and identification.

Brandon earned a Bachelor of Science in finance from Ramapo College. He and his wife, Christina, have a daughter, Madison, and a son, Tyler, and live in North Caldwell. In his spare time, Brandon leads an active life, enjoying golf and basketball with friends and colleagues and spending time with his family.
- Ramapo College, B.S. Finance
- Accredited Asset Management Specialist℠
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
Alexandra Vanegas

Client Associate
View bio
Alexandra Vanegas started her Wealth Management career at UBS in 2021 as a Client Service Associate with The Frontier Group. Prior to joining the team and while completing her degree, Alex worked as an Administrative Assistant for Curbside Media where she helped manage the books and records for a Real Estate Investor. Alex is currently studying for her Series 7 and will be obtaining additional licenses throughout her career. Alex is focused on providing excellent client service, to resolve every day client needs and provide effective and efficient team support.

Alex is a recent graduate from Seton Hall University with a Bachelor of Arts in Journalism. She resides in Middlesex County with her family, who she enjoys spending time with. Outside of work, Alex loves to read, watch movies, and has a passionate interest in Marvel Comics and its Cinematic Universe. She also has a French Bulldog, Logan, who happens to be named after Wolverine.
- Seton Hall University, B.A. Journalism
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Individuals and Families

Business Owners

Institutional investors

We deliver insightful advice to help institutions of virtually every type to help preserve and grow their assets. Our disciplined process is backed by the capital strength and resources of one of the world's leading wealth management firms. We build collaborative and long-term personal relationships with clients. In all, it's a powerful combination of experience, hands-on guidance and the resources of a global financial leader to help you accomplish your organization's goals.

Customized Investing & Life Transitions

Customized Investing

Investments are the way we make your plan work. Our goals-based investment philosophy allows for highly customized portfolios driven by a strategic wealth allocation process. We practice a balanced, nonproprietary investment strategy and believe that research, diversification, and risk monitoring are the foundation of financial success.

A focus on asset allocation.
Through our comprehensive due diligence and planning process, we can determine your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that maintains an opportunistic eye toward investments and changes in the market.

Risk management.
By listening and aligning with your objectives, we focus on strategies that help mitigate risk and build balanced portfolios. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Safeguarding multigenerational wealth.
Because we understand the connection between wealth and family, we’re committed to having a multigenerational impact on your life. Attuned to preserving the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

Research and analytics.
Through our global research organization, CIO Americas, Wealth Management, we offer our clients the latest in market research and financial insights. With more than 900 professionals across UBS dedicated to helping you understand the global economy and make better investment decisions, we can help empower you to make informed and confident investment decisions.

Fiduciary responsibility.
When we take on discretionary management of your portfolio, we are clear about our fiduciary obligation and acknowledge our responsibility in writing.

Life Transitions

Facing a significant liquidity event, the uncertainty and stress of divorce or the loss of a loved one, you need a knowledgeable and experienced ally on your side to help evaluate options, help you make important financial decisions and achieve the results you deserve.

Pre- and post-liquidity planning.
By listening and aligning with your objectives, we focus on liquidity and investment management strategies that allow for sustainable growth and help mitigate risk.

Facing divorce.
We are able to provide advice on the financial issues of divorce. Our Certified Divorce Financial Analyst* assists clients and their attorneys with data analysis, model scenarios and evaluate the financial effect of a given divorce settlement. Our team brings years of experience and sophisticated financial insights to help guide you through each critical decision you face before, during and after your divorce.

The loss of a loved one.
In many relationships, financial decisions are often made primarily by one partner. With a loss, this frequently results in one of the parties being left uninformed, uncertain and anxious. We offer financial guidance for the next phase of your life.

Business Succession & After the Sale

Business Succession

With a comprehensive financial planning process as the focal point of the relationship, we help illustrate and model potential strategies and scenarios that seek to increase the likelihood of a successful transition.

We ask you the questions at the forefront of your mind. What is your desired financial outcome? Do you wish to keep working post transaction? What role and level of commitment would be optimal for you? Do you wish to retain a majority stake? We can help you answer these questions and ensure your most important asset is handled the way you want it to be.

Estate Planning strategies – How is the sale aligned with our personal estate planning goals? Are there opportunities to lower future estate tax burdens by transferring interests to your family members using sophisticated estate planning techniques prior to the transaction? Should separate trusts be established for the benefit of family members? With the right strategy, your estate can have the maximum possible impact on your loved ones – now and for generations to come.

Tax Planning – how will tax planning change as a result of the sale? Which deal structure – a stock sale or an asset sale – will provide you with more tax benefits? Identifying the right strategy in consultation with your CPA or tax professional can make a significant difference in the proceeds you take home from the sale.

Philanthropy – How might the sale enable you to have a greater impact on the philanthropic causes that are meaningful to you and your family?Does the sale present the opportunity to transfer shares into a charitable vehicle, such as a donor advised fund or a charitable remainder trust to generate an income tax deduction and possible deferral or avoidance of income tax payable upon the sale?

Investment Strategies – Do your investable assets reflect future cash flows? A well-designed strategic asset allocation can help you bridge any possible short-term liquidity needs that may arise before the sale.

After the sale

What now? What do you need to accomplish post sale of your business? How will you fill your day and find a new purpose? We work with many business owners who transition to the next chapter and suddenly find themselves in a state of uncertainty in what to do next.

Broader Wealth Management – once the business has been sold, how will you maximize your after-tax proceeds? What changes are needed to your strategic asset allocation plan so your investment portfolio responds to your unique needs, goals and aspirations? The right post-sale wealth management strategy can help you make a successful transition to the next phase of your wealth management journey.

Retirement - You're now moving into the next chapter of your life. We help deliver a cash flow distribution, create separate accounts for taxes, consumption and investments that matches your personal objectives.

Philanthropy – Whatever your legacy we help to ensure it is aligned with your overall financial goals.

Giving Solutions - What is the right solution for you?

Donor Advised Fund
Charitable Trusts
Private Foundations
Philanthropy focused meeting

Portfolio management, Investment Banking, & Retirement Plan Consulting

Portfolio management

Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk.

We help to identify the needs of the corporation, determine risk factors and tie it into the portfolio structure for their given objectives.

Investment policy statement creation
Institutional equity
Taxable fixed income
Municipal fixed income
Cash management
Alternative investments

Investment Banking

Monetization Strategies
Real Estate Finance
Mergers and Acquisitions
Fund Services
Corporate Capital Raise – Equity
Boutique Options – buy/sell

Retirement Plan Consulting

Our team provides retirement plan experience, customized advice and broad financial insights from one of the world’s leading wealth management firms. Our process incorporates your plan's needs and considers industry changes.

401(k) plans
403(b) plan
Equity compensation programs
Stock option finance programs
Corporate financial planning
Pre IPO lending
Manager/fund selection
Institutional equities and fixed income solution

Financial Planning

We understand and appreciate you've worked hard for everything you have and working with the right financial advisor is important. When clients work with us we take the time, through in-depth conversations, while following our wealth management process to gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan to meet your objectives.

Financial Planning is an extremely valuable service that many business owners take on themselves without the expertise to tackle the various aspects of their life. While planning for your business is paramount, we spend time integrating your personal and business financial goals to ensure that both components are aligned.

Read about our financial planning capabilities

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

Financial planning for the future you envision

Private Wealth Management

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Pursuing your goals together

Angelo Amitsis, CEPA, CRPS

Kevin Reiner, CFP, CPWA, CEPA, CDFA

Mary Fava - Marsh, CFP

Brandon Young, AAMS

Alexandra Vanegas